Brasilagro Cia Brasileira De Propriedades Agricolas · BMFBOVESPA:AGRO3
Brasilagro Cia Brasileira De Propriedades Agricolas — Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) — Q1 2026 Earnings Presentation
15 slides from Brasilagro Cia Brasileira De Propriedades Agricolas's earnings presentation, Nov 10, 2025
Slide 1: Results Presentation 1Q26
RESULTS PRESENTATION 1Q26 André Guillaumon Gustavo Lopez Ana Paula Zerbinati CEO CFO & IRO IR and Capital Market Head
Slide 2: 1Q26 Earnings Call
1Q26 EARNINGS CALL PORTUGUÊS Essa videoconferência será em português, com tradução ENGLISH simultânea para o inglês. ENGLISH The following presentation will be held in The following Portuguese, presentation with simultaneous will be held into translation Alteração de Idioma: para acessar a tradução
Slide 3: 1Q26 Results Highlights
Results Destaques 6M25 1Q26 77.832 R$ 286.6 R$ 64.3 R$ 64.3 million million 77.832 million of Net Revenue Adjusted EBITDA of Net Income
Slide 4: Scenario: Commodity performance
Scenario Commodity performance (Jun/24 - Oct/25) Soybean - Paranaguá 2% Cattle Raising +43% 140,25 317,00 137,79 221,60 Corn - BM&FBOVESPA +17% Ethanol - Hydreted Futuro B3 +20% 2.886,00 68,04 2.406,50 58,22 Cotton -14% Sugarcane - (Açúcar Futuro NY) -21% 76,15 65,54 18,30 14,43 4
Slide 5: Inputs
Imputs Price Average Price Status Purchase Inputs – Nov/25 BrasilAgro: +11% MAP BRASIL (usd/ton) 25/26 Harvest 24/25 Harvest: 598,00 USD/Ton Potassium chloride 81% 24/25 Purchase 30% 640 25/26 Harvest: Phosphates 89% 25/26 Purchase 578 623,00 USD/Ton INPUTS NPK - Formulated 100% 70% Jun-24 Oct-25 De
Slide 6: Sugarcane and Livestock Status
SUGARCANE AND LIVESTOCK STATUS Sugarcane | 2025 Harvest Year Production (tons) Harvest Area (ha) TCH (Tons of Cane per hectare) 2.272.136 26.326 86,31 69,46 1.558.742 22.440 2025 Harvest 2025 Harvest 2025 Harvest 2025 Harvest Estimated Realized 2025 Harvest 2025 Harvest Estimated Realized (Apr/01 to
Slide 7: Planted Area
PLANTED AREA Projected Planted Area Forecast Total Precipitation (mm) Production Area Valid for November/25 – by Crop December/25 – January/26 The planting in Mato Grosso is progressing within the optimal window, despite a slight 10% 2% delay due to irregular rainfall and low soil 5% moisture, with
Slide 8: Planting and Harvest Schedule
PLANTING AND HARVEST SCHEDULE Planting Status Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Planting Soybeans Crop Planting 34% Corn Crop planted Planting Cornd 2nd Crop Crop Planting Beans 2nd Crop Crop Estimated Planting Start Planting Cotton Crop Planting Cotton 2nd Crop Crop 10 th 20th Sugarca
Slide 9: Hedge Position as of November 06
HEDGE POSITION as of November, 06 SOYBEANS COTTON U$D/bushel 10,72 c/lb R$/USD 69,24 R$/USD 6,19 6,65 56% 42% 53% 52% Commodity Exchange Câmbio Exchange Commodity Câmbio 25/26 Harvest 25/26 Harvest Safra 24/25 ETHANOL CORN RECEIVABLES Safra 25/26 (farm sale) R$/m¹ 2.684 R$/usd R$/usd R$/sc 10,68 6,1
Slide 10: Key Figures
Key Figures Fiscal Year Highlights (R$ Thousand) Net Income (R$ Thousand) 97.457 14.533 (R$ thousand) 1Q26 1Q25 Change (13.522) (5.309) (28.161) Revenues from Operations 302.969 325.296 -7% 1.581 Revenues from Farm Sales - 129.301 n.a (107.933) (1.396) 15.453 2.859 (64.275) (39.837) Net Sales Revenu
Slide 11: Key Figures: Gross Income by Culture
KEY FIGURES Soybeans Corn Beans Sugarcane Gross Income by Culture 1Q26 1Q25 1Q26 1Q25 1Q26 1Q25 1Q26 1Q25 Quantity sold (tons) 63.235 56.793 23.777 24.118 749 95 804.034 991.123 Net Revenue 120.559 118.762 19.538 16.635 2.890 241 128.733 165.338 Derivatives Result 2.869 (3.895) 6.691 995 - - (1.094)
Slide 12: Indebtedness
INDEBTEDNESS Net Financial Debt Amortization Schedule (R$ thousand) 09/30/2025 06/30/2024 Chg.(%) 90.8% CDI Short Term 371.967 355.841 5% Long Term 523.030 529.678 -1% Total Indebtedness 894.997 885.519 1% R$651.6 million of (-) Cash and cash equivalents 253.024 159.816 58% 894.997 Farmland sales re
Slide 13: Return to Shareholders
RETURN TO SHAREHOLDERS Dividend Yield 9,6% (5 Years average) Payment Date: starting on 15,9% 13,3% 11/28 9,1% 520 520 6,1% 3,7% 318 320 260 269 227 155 138 75 2021 2022 2023 2024 2025 Net Profit (R$ MM) Dividends (R$ MM) 13
Slide 14: Disclaimer
Disclaimer The statements contained in this document related to business perspectives, projections on operating and financial results and those related to BrasilAgro's growth prospects are mere projections and, as such, are based exclusively on the board's expectations about the future of the busine
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